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Sales
Discussion List
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Lead Conversion to Existing Opportunity-Manage Saved search functionalityHi Everyone, We have Lead Conversion to existing Opportunity feature where we can see Manage saved search edit button during conversion. When we click on it, it navigate… -
Lead Conversion to Existing Opportunity-what criteria is used to fetch the existing Opportunity?Hi Everyone, We have Lead Conversion to existing Opportunity feature. In Classic UI it this feature allows us to select all the Opportunities. But in Redwood when we try…
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Global Actions to Launch AI Agents from the Sales Dashboard not workingSummary: Content (please ensure you mask any confidential information): Hello, I have setup a Global action to launch AI Agent from the Sales Dashboard by following: Set… -
How to track when an address is removed from an account?Summary: Account contains multiple addresses. How to track if an address is removed from the account? Content (please ensure you mask any confidential information): I ha…
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Some fields cannot be set to read-only on the mobile UI for Opportunities.Summary: Some fields like Creation Date, Created By, Last Updated Date and Last Updated by cannot be set to read-only on the mobile UI for Opportunities even after confi…
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Activity sorting not working in sales mobileSorting in activities object is not happening as per expected behaviour in Sales mobile UI. On sorting activities, it pops a 'No Result Found' page.
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. https://videohub.oracle.com/embed/secure/iframe/entryId/1_h8ho… -
i need to populate the SIC description and Naics description in accounts detail pageSummary: Content (please ensure you mask any confidential information): We have a requirement to populate the SIC Description and NAICS Description on the Account Detail…
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Does Territory assignment work with multiple fieldsQuestion : Does the system allow you to assign territories based off of geographic element AND another field value? Example: we have geographic assignment for all of out… -
Redwood: Can the standard Invoice Panel be displayed in English when user preference are in HebrewSummary: In Account screen on CX, Invoice Panel supports only English. the panel shows no data when the user preferences are in a different language (for example: Hebrew…
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Redwood outlook addin - share email layout missing informationHello Team, i'm configuring the new CRM addin for outlook and i have a few iussues - if maybe you can assist - 1. when i open the addin from email - (and i use a contact…
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How to convert leads in bulk using import managementSummary: We are looking for inputs on converting bulk of leads using import management Content (please ensure you mask any confidential information): Version (include th…
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TypeError: Cannot read properties of undefined (reading 'length') Creating Contact from Lead RedwoodSummary: I am encountering a UI error while creating a Contact from the Lead object in Oracle Sales Redwood UI. The error displayed on the Create Contact page is: “TypeE…
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Lead Retire Reason – Newly added lookup values not reflecting in Lead UISummary: We have a standard Lead field Retire Reason which uses the lookup code MKL_RETIRE_REASON_CD. Originally, the LOV had only two values. We have added additional l…
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How to expose the Group By in Redwood landing page?Summary: How do I expose or enable the Group By selection in Account landing page? Content (please ensure you mask any confidential information): Sample screenshot taken…
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If we are using in the same Ocloud instance with CRM and ERP, what do we to the crm-account in ARSummary: If we are using in the same Ocloud instance with CRM and ERP, should we use the CustomerAccountService (SOAP) or CRM REST APIs , to see the CRM-Account in ERP-A…
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Feasibile to migrate the "Schedule Custom Groovy Object Functions" schedule job to routineSummary: Is it possible to migrate the "Schedule Custom Groovy Object Functions" schedule job to routine? Content (please ensure you mask any confidential information): …
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In Redwood Time zone field On activity Create page is showing as a text field.Summary: On SUI of Activity create and edit page we have Time Zone field which is showing as Fixed choice list with List of Values. But when we tried to arrange similar …
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Audit add contact, delete/remove contact or any updates made on the contact sub view in accountSummary: We have requirement to audit add contact, delete/remove contact or any updates made on the contact sub view (Changing the primary contact) in the account object…
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how to include custom child object in lead to opportunity copy mapsWe have created a custom child object called as Appliance in both lead and opportunity object, we will add the appliances when the lead is created and when the lead conv…
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Can we rename the category "Shared with oracle" in Outlook pluginSummary: Rename the outlook plugin category - Shared with Oracle Content (please ensure you mask any confidential information): Hello Experts, Is there a way to modify/r…
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Feasibility on Access through Account hierarchy.Summary: Scenario: A user owns a parent account that has multiple child accounts, but the user is not assigned to those child accounts. We need all opportunities—includi…
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How to re-order the columns in Redwood landing page?Summary: How to re-order columns in the Accounts landing page and save the layout? Is this possible? Content (please ensure you mask any confidential information): Is it…
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AR customer creation in Oracle ERP Cloud via APIsSummary: Creation of AR customers in Oracle ERP cloud involves using the CRM Rest APIs for Contacts & Accounts or Hub Persons & Hub Organizations and the CRM SOAP web se…
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How to export all sales leads and opportunities created by all usersSummary: We have different BU's and want to export all sales leads and opportunities created by all users in cx sales along with business unit name from 01-Jan-2025 can …
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Business Object Tool for Opportunity in Agent AI StudioSummary: I have created new business object in AI Agent Studio for Opportunity. I have also created the Business Object tool (GetOpportunity) to fetch oppty information … -
Mash up content not working in RedwoodI have implemented all the steps as mentioned in Add a Mashup to a Page to add Mashup to Redwood Page, but it's not loading. Kindly see the attached screenshots.
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Sales person field in OTBISummary:Salesperson Field Missing in Subscription Real-Time Subject Area Content (please ensure you mask any confidential information): Hi Everyone, I’m facing an issue …
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After Publishing the Custom object from Visual Builder no icon appears in the instanceSummary: Following the link: Create a New Application Using the CX Extension Generator I exported the custom object from the CX extension from the sandbox and then impor…